Amazon (AMZN -9.2%) remains sharply lower following its revenue miss and soft guidance. Stifel...

Amazon (AMZN -9.2%) remains sharply lower following its revenue miss and soft guidance. Stifel and Collins Stewart are worried a growing reliance on third-party retailers bears much responsibility for the top-line weakness, while Canaccord notes shipping and fulfillment costs again outgrew sales. So did hiring, which Barb Darrow thinks may have something to do with the needs of the web services business. (more) (transcript)